Find a CEA

Search Filters


Clear Search
1493 Results Found
Amanda, loves helping people with their money at different stages of their lives. She will help you to maximize your net wealth using her knowledge and insights in insurance, investment, estate planning and tax planning. She will be your trusted partner… Read more »
Area serviced: West Vancouver, BC; Coquitlam, BC; North Vancouver, BC; New Westminster, BC; Richmond, BC; Delta, BC; Surrey, BC; Vancouver, BC; Port Moody, BC; White Rock, BC
6047831231
Stillmore Executor Advice adds value to a Funeral Home's Pre and After Care Service offering, or directly with an Executor/Executrix, by providing certified advice to minimize risk to all Parties and to the Estate.
Read more »
Area serviced: Edmonton, AB
7806869178
Christine (Tina) Abarquez is the President of Abarquez Group Inc., a company she co-founded with her father in 1997.  With a focus on Retirement, Estate and Tax Planning using both investment and insurance strategies, Tina takes great pride in helping… Read more »
Area serviced: Thornhill, ON
905-707-5545
I am a financial advisor who has the accreditation of PFA . I service both individuals and corporations on their investment/insurance needs. I work  for my clients to make sure we come up with a Retirement plan that will suite their needs in the present… Read more »
Area serviced: Enderby, BC; Vernon, BC
18889652262
I am a CPA currently working with a public accounting firm. My experience includes tax planning, and preparation of tax returns for deceased individuals, estates and trusts.  My goal is to create a stress-free environment for the executors to settle… Read more »
Area serviced: Canmore, AB
(403) 678-4444
Professional Summary:
Experienced Financial Planner with a demonstrated history of working in the financial services industry. Skilled in Retirement, Taxes, Estate, Investment, Risk Management, Training, Finance, and Insurance. Strong finance professional… Read more »
Area serviced: Calgary, AB; Vancouver, BC; Toronto, ON; Moncton, NB; Edmonton, AB; Burnaby, BC; Kelowna, BC; Saskatoon, SK
4036184628
Kelly began his financial planning career in 1989 with Canada Life as a Career Agent.  He left Canada Life and went into practice with Ken Holliday to form H & A Financial Advisors in 1996.
Kelly earned his designation as Chartered Life Underwriter… Read more »
Area serviced: Regina, SK; Avonlea, SK
3065842523
We help Clients with issues relating to Retirement Income, Estate Planning and Taxes.

Read more »
Area serviced: Ottawa, ON
6134162020

Author of Book: "Ready, Reset, Refocus: Preparing for Retirement"                                                                         YouTube Educator: https://www.youtube.com/MONEYwithMARKALBERT

I have… Read more »
Area serviced: Port Colborne, ON; Niagara, ON; Niagara Falls, ON; Welland, ON; Lincoln, ON; St. Catharines, ON; Oakville, ON; Burlington, ON; Niagara-on-the-Lake, ON; Brampton, ON; North York, ON; Milton, ON; Metro Toronto, ON; Toronto, ON; Hamilton, ON
4166596655
I have been practicing in the family market for the past 50 years as a Financial Advisor/Insurance & Investments Broker. My clientele has grown old with me making the CEA designation even more useful to my clients now.
I am about 95% retired as… Read more »
Area serviced: Burlington, ON
2893379308
Dixie Allen, CEA is a seasoned professional in the financial services industry with 38 years of experience in providing financial services and solutions to retired and soon-to-be retired Canadians. Ms. Allen brings her wealth of wisdom and knowledge… Read more »
Area serviced: Toronto, ON; Belleville, ON; Port Hope, ON; Mahone Bay, NS
416-441-4146 x:321